Evermay Wealth Management’s Boston Beer SAM Stock Holding History

Evermay Wealth Management’s Portfolio SAM Stock Details SAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1	Closed	-$191	–	570
2025 Q2	$191	Buy	+1	New	+$230	﹤0.01%	552

Other funds holding SAM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Evermay Wealth Management's SAM Position: Q3 2025 in Review

Evermay Wealth Management sold out of Boston Beer (SAM) in Q3 2025, closing a stake of 1 share — an estimated $191 sold.

Evermay Wealth Management first reported a position in SAM in Q2 2025 and held it in 1 quarter. The position peaked at $191 in Q2 2025. 355 funds tracked by Wall St. Rank hold SAM as of Q3 2025.

Evermay Wealth Management reported no remaining Boston Beer position as of Q3 2025 after selling out during the quarter.
Evermay Wealth Management sold 1 Boston Beer share in Q3 2025, an estimated $191.
Evermay Wealth Management first reported a position in Boston Beer in Q2 2025 and held it in 1 quarter.
Evermay Wealth Management's Boston Beer position peaked at $191 in Q2 2025.
355 funds tracked by Wall St. Rank held Boston Beer as of Q3 2025.

Based on Evermay Wealth Management's 13F filing for Q3 2025, filed 5 Nov 2025.